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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

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$57.20
+0.27 (+0.47%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$98.90M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$85.49M
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FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Smith Salley Wealth Management40,615$2.41M0.2%+16.5%0.146%
5/2/2024Lincoln National Corp45,958$2.73M0.0%+4.4%0.165%
5/2/2024 Valley Brook Capital Group Inc.3,835$228K0.2%N/A0.014%
5/1/2024 Janney Montgomery Scott LLC6,730$400K0.0%+11.4%0.024%
5/1/2024 Mission Wealth Management LP4,377$260K0.0%N/A0.016%
4/30/2024 Private Advisor Group LLC9,523$566K0.0%-3.4%0.034%
4/30/2024 Hartline Investment Corp8,118$482K0.1%N/A0.029%
4/30/2024 Arkadios Wealth Advisors3,565$212K0.0%N/A0.013%
4/29/2024Commonwealth Equity Services LLC365,442$21.71M0.0%-14.0%1.303%
4/25/2024 Q3 Asset Management271,528$16.13M4.6%+253.5%0.968%
4/25/2024 Cambridge Investment Research Advisors Inc.57,831$3.44M0.0%-12.2%0.206%
4/24/2024 Financial Freedom LLC5,726$340K0.2%+13.1%0.020%
4/19/2024 Yoder Wealth Management Inc.49,780$2.96M1.9%-0.4%0.177%
4/18/2024 Exchange Capital Management Inc.36,700$2.18M0.4%-5.1%0.131%
4/18/2024 Panoramic Investment Advisors LLC4,255$253K0.2%-19.0%0.015%
4/18/2024 Congress Wealth Management LLC DE 311,620$18.51M0.3%+1.7%1.111%
4/18/2024 Breakwater Capital Group5,650$336K0.1%N/A0.020%
4/17/2024 Founders Financial Securities LLC4,630$275K0.0%-4.5%0.017%
4/16/2024 Maltin Wealth Management Inc.52,701$3.13M1.8%+3.8%0.188%
4/15/2024 Sunbelt Securities Inc.6,886$409K0.0%+4.6%0.025%
4/15/2024 Atlas Capital Advisors LLC15,811$939K0.1%+6.5%0.056%
4/12/2024 Traynor Capital Management Inc.15,902$945K0.1%+3.6%0.055%
4/10/2024 American National Bank1,216$72K0.0%+73.5%0.004%
4/9/2024 Lynch & Associates IN32,689$1.94M0.4%+8.8%0.114%
4/9/2024 Mather Group LLC.1,541$92K0.0%N/A0.005%
3/22/2024PNC Financial Services Group Inc.847$45K0.0%-39.4%0.003%
3/8/2024ICA Group Wealth Management LLC495$27K0.0%N/A0.002%
3/5/2024Fisher Asset Management LLC6,274$336K0.0%-21.8%0.022%
2/28/2024EP Wealth Advisors LLC41,622$2.23M0.0%-0.4%0.145%
2/16/2024Trail Ridge Investment Advisors LLC3,781$202K0.1%N/A0.013%
2/14/2024Connectus Wealth LLC47,824$2.56M0.0%-72.7%0.166%
2/12/2024Richard C. Young & CO. LTD.44,638$2.39M0.3%N/A0.155%
2/12/2024Stifel Financial Corp163,441$8.75M0.0%+9.0%0.568%
2/12/2024Quantitative Strategies Inc.125,517$6.72M4.1%-2.5%0.437%
2/9/2024 Congress Wealth Management LLC DE 306,547$16.42M0.3%-1.6%1.066%
2/9/2024Advisory Services Network LLC77,220$4.14M0.1%-4.0%0.269%
2/9/2024Orion Portfolio Solutions LLC48,432$2.61M0.0%+813.0%0.168%
2/9/2024 Cambridge Investment Research Advisors Inc.65,883$3.53M0.0%-2.1%0.229%
2/9/2024Tidemark LLC554$30K0.0%N/A0.002%
2/9/2024Wells Fargo & Company MN144,761$7.75M0.0%+3.4%0.504%
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2/8/2024 American National Bank701$38K0.0%+224.5%0.002%
2/8/2024 Exchange Capital Management Inc.38,671$2.07M0.4%-1.6%0.135%
2/7/2024AGF Management Ltd.168,485$9.02M0.1%+42.1%0.586%
2/7/2024Principal Securities Inc.2,379$127K0.0%N/A0.008%
2/7/2024Sanctuary Wealth Management L.L.C.1,509$81K0.1%+56.2%0.005%
2/6/2024Charles Schwab Investment Management Inc.2,157,411$115.53M0.0%-0.9%7.504%
2/6/2024Lincoln National Corp44,042$2.36M0.0%-21.5%0.153%
2/6/2024 Private Advisor Group LLC9,860$528K0.0%+4.3%0.034%
2/6/2024 GUNN & Co INVESTMENT MANAGEMENT INC.4,426$237K0.0%N/A0.015%
2/6/2024SYM FINANCIAL Corp4,425$237K0.0%-29.4%0.015%
2/6/2024Axxcess Wealth Management LLC5,057$271K0.0%N/A0.018%
2/6/2024U.S. Capital Wealth Advisors LLC13,551$726K0.0%-59.2%0.047%
2/6/2024Merit Financial Group LLC19,826$1.06M0.0%-6.6%0.069%
2/6/2024Commonwealth Equity Services LLC424,974$22.76M0.0%+20.5%1.478%
2/6/2024Fisher Asset Management LLC4,631$248K0.0%-42.2%0.016%
2/5/2024 Win Advisors Inc.56,589$3.03M1.4%N/A0.197%
2/5/2024Kestra Private Wealth Services LLC33,955$1.82M0.0%-3.6%0.118%
2/5/2024 Birchcreek Wealth Management LLC23,708$1.27M0.8%-10.2%0.082%
2/2/2024 Yoder Wealth Management Inc.49,991$2.68M1.9%+9.1%0.174%
2/2/2024VCI Wealth Management LLC66,158$3.54M2.2%N/A0.230%
2/2/2024Atria Wealth Solutions Inc.26,858$1.44M0.0%+32.0%0.093%
2/1/2024 Financial Perspectives Inc794$43K0.0%-36.7%0.003%
2/1/2024Sigma Planning Corp8,280$443K0.0%-49.2%0.029%
2/1/2024 CWM LLC633$34K0.0%+804.3%0.002%
1/31/2024 J.W. Cole Advisors Inc.5,491$294K0.0%N/A0.019%
1/31/2024Beaumont Financial Advisors LLC25,440$1.36M0.1%N/A0.088%
1/31/2024 Court Place Advisors LLC8,887$476K0.2%-7.8%0.031%
1/30/2024SVB Wealth LLC6,923$371K0.0%-39.0%0.024%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,018$429K0.1%+2.9%0.028%
1/29/2024Koshinski Asset Management Inc.7,755$415K0.1%N/A0.027%
1/29/2024 Q3 Asset Management76,802$4.11M1.0%N/A0.267%
1/26/2024Geneos Wealth Management Inc.655$35K0.0%-73.0%0.002%
1/26/2024 Williams & Novak LLC4,065$218K0.2%N/A0.014%
1/22/2024 Pallas Capital Advisors LLC8,001$428K0.0%N/A0.028%
1/22/2024 Glass Jacobson Investment Advisors llc11,334$607K0.2%+12.1%0.039%
1/22/2024 Secure Asset Management LLC5,258$282K0.1%N/A0.018%
1/19/2024PFG Advisors27,194$1.46M0.1%-1.6%0.095%
1/19/2024 Patriot Financial Group Insurance Agency LLC68,366$3.66M0.7%-1.8%0.238%
1/18/2024 McGlone Suttner Wealth Management Inc.1,900$102K0.0%N/A0.007%
1/18/2024 Traynor Capital Management Inc.15,349$822K0.1%-33.6%0.053%
1/18/2024 Maltin Wealth Management Inc.50,792$2.72M1.7%-3.9%0.177%
1/17/2024 Pinnacle Wealth Management Group Inc.33,392$1.79M1.5%+2.7%0.116%
1/16/2024 HBW Advisory Services LLC6,525$349K0.1%N/A0.023%
1/16/2024 Raymond James Financial Services Advisors Inc.10,169$545K0.0%-5.8%0.035%
1/16/2024 Retirement Planning Group LLC16,081$861K0.1%N/A0.056%
1/12/2024Mutual Advisors LLC23,934$1.28M0.0%+1.4%0.083%
1/12/2024 CX Institutional23,165$1.24M0.1%+148.6%0.081%
1/11/2024 Galvin Gaustad & Stein LLC178,176$9.54M0.9%+74.7%0.620%
1/11/2024 Dynamic Advisor Solutions LLC4,085$218K0.0%-22.4%0.014%
1/9/2024 WBH Advisory Inc.5,435$291K0.0%-5.1%0.019%
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1/8/2024 Lynch & Associates IN30,047$1.61M0.4%+8.3%0.105%
12/11/2023 Sunbelt Securities Inc.7,400$345K0.0%+5.6%0.026%
12/6/2023Citigroup Inc.6,732$313K0.0%+7.0%0.023%
11/24/2023EP Wealth Advisors LLC41,802$1.95M0.0%+2,257.7%0.145%
11/16/2023 Panoramic Investment Advisors LLC5,355$249K0.2%N/A0.019%
11/15/2023Lido Advisors LLC1,965,377$91.51M0.7%+4.5%6.836%
11/14/2023Tower Research Capital LLC TRC26,343$1.23M0.0%+3,128.3%0.092%
11/13/2023River Wealth Advisors LLC4,920$229K0.0%-12.6%0.017%
11/13/2023Stifel Financial Corp149,965$6.98M0.0%+1.2%0.522%
11/13/2023Mariner LLC42,276$1.97M0.0%+12.5%0.147%
(Data available from 1/1/2016 forward)

FNCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNCL shares?

During the previous two years, 170 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($115.53M), Lido Advisors LLC ($91.51M), Full Sail Capital LLC ($23.07M), Commonwealth Equity Services LLC ($21.71M), Congress Wealth Management LLC DE ($18.51M), Q3 Asset Management ($16.13M), and Advisor Group Holdings Inc. ($10.25M).Learn more on FNCL's institutional investors.

Which institutional investors have been buying Fidelity MSCI Financials Index ETF stock?

Of the 139 institutional investors that purchased Fidelity MSCI Financials Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lido Advisors LLC ($559.02K), Connectus Wealth LLC ($409.42K), Cetera Investment Advisers ($405.07K), Raymond James Financial Services Advisors Inc. ($399.10K), Commonwealth Equity Services LLC ($374.55K), Q3 Asset Management ($271.53K), and Vicus Capital ($240.38K).

How much institutional buying is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have bought a total of 5,065,309 shares in the last 24 months. This purchase volume represents approximately $248.76M in transactions.

Which Fidelity MSCI Financials Index ETF major shareholders have been selling company stock?

Of the 103 institutional investors that sold Fidelity MSCI Financials Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($529.85K), Raymond James Financial Services Advisors Inc. ($400.34K), Brinker Capital Investments LLC ($380.30K), Connectus Wealth LLC ($371.23K), Envestnet Asset Management Inc. ($322.75K), Kestra Advisory Services LLC ($215.43K), and Vicus Capital ($179.61K).

How much institutional selling is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have sold a total of 4,103,634 shares in the last 24 months. This volume of shares sold represents approximately $195.37M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 5/4/2024 by MarketBeat.com Staff

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